Ifa Administrator - City of London, United Kingdom - Financial Careers Ltd

Financial Careers Ltd
Financial Careers Ltd
Verified Company
City of London, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description

Our client is one of the UK's largest, independently owned, corporate solutions and wealth management consultancies based in the heart of the City of London.

The firm has grown steadily and is now a top 100 UK IFA.

They are now seeking a Senior IFA Administrator (Wealth Management) with previous experience in an adviser support role within an IFA firm (at least 3 years)

  • Previous experience in processing business on wrap platforms
  • Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
  • Experience in using provider platforms and product provider extranet sites
  • Experience with Microsoft Word, Excel, Outlook
  • Certificate in Financial Planning or progression toward Diploma qualification
  • Previous use of the Time4Advice (Curo) backoffice system
  • Previous experience with the Morningstar platform

Responsibilities
To provide administrative support to one or more Financial Advisers

  • Training and mentoring new and existing team members on a facetoface basis to facilitate the early adoption of systems and processes
  • Undertaking ad hoc tasks and project work when required for the Head of Wealth Management Support and the Operations Manager
  • Preparing for Adviser-Client meetings including quote requests, obtaining valuations and appropriate literature
  • Preparing annual review packs including annual fee tables
  • Undertaking client antimoneylaundering checks in line with compliance procedures
  • Inputting new business proposals to the backoffice system in line with company procedures
  • Undertaking fund switches and rebalances upon the instruction of the Client and Adviser
  • Maintaining accurate records of all verbal and nonverbal communications with the client

Pay and Benefits

  • Salary from £33,000 to £40,000 depending on experience


  • Discretionary Annual Bonus

  • Contributory pension scheme
  • Group Private Medical Insurance
  • Group Death in Service
  • Group Permanent Health Insurance
  • Group Critical Illness
  • Group Medicash Scheme
  • Interestfree season ticket loan. Hybrid working 3 days in the office and 2 days at home.
If you are an experienced IFA Administration professional please send your CV today.
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